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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
901
Ritholtz Wealth Management
New York
$363K -$13.8K -73 -3%
AW
902
Alchemi Wealth
Connecticut
$360K -$4.15K -22 -1%
TIA
903
Traphagen Investment Advisors
New Jersey
$360K -$11.3K -60 -3%
SWP
904
Significant Wealth Partners
Illinois
$360K +$11.3K +60 +3%
GI
905
GAMCO Investors
Connecticut
$359K +$12.3K +65 +3%
MCC
906
Money Concepts Capital
Florida
$358K -$879K -4,663 -70%
NWWA
907
New Wave Wealth Advisors
Arkansas
$358K +$102K +542 +36%
SWM
908
Silverlake Wealth Management
Vermont
$355K +$566 +3 +0.1%
MAS
909
Meeder Advisory Services
Ohio
$355K -$55.3K -293 -13%
Mariner
910
Mariner
Kansas
$355K -$6.34M -33,626 -94%
VPWA
911
Vestia Personal Wealth Advisors
Indiana
$354K -$1.13K -6 -0.3%
ACM
912
Alethea Capital Management
Washington
$354K +$380K +2,016 New
BEC
913
Blue Edge Capital
Virginia
$353K – – –
CHAM
914
Clear Harbor Asset Management
Connecticut
$353K – – –
KFGK
915
Keystone Financial Group (Kentucky)
Kentucky
$353K +$79K +419 +26%
NP
916
Nilsine Partners
Colorado
$351K +$377K +2,001 New
CNBTD
917
Citizens National Bank Trust Department
Mississippi
$351K – – –
MWA
918
Medallion Wealth Advisors
Connecticut
$351K – – –
PWG
919
Portside Wealth Group
Utah
$348K -$30K -159 -7%
SWA
920
Shah Wealth Advisors
California
$348K +$374K +1,982 New
PCIA
921
Prime Capital Investment Advisors
Kansas
$345K -$2.83K -15 -0.8%
PVI
922
Pine Valley Investments
New Jersey
$343K -$2.83K -15 -0.8%
PBC
923
Pavion Blue Capital
California
$342K – – –
PWAM
924
Pinnacle West Asset Management
Wyoming
$342K – – –
SIA
925
Strategic Investment Advisors
Michigan
$341K +$366K +1,941 New